Imagine using a form on your website to track and generate leads! Well, luckily we have the tool for you! By using our pre-loaded online lead form (image example below), you can quickly and easily collect lead information. This automatically filters leads into groups to efficiently track them and make target marketing a breeze, as well as notify you when a lead has completed the form. 

How to access and edit the form:

Step 1: Hover over [Systems] → select [Drip-Education®] → [Lead Generation Marketing] → [CP Online Forms™].

Step 2: From the Online Forms Search page, select the Form Type as [Lead Form]. Click the [Search] button.

Step 3: The pre-loaded Lead Generation Form will load in your results. Click the [Edit Form] button in the [Actions] column.

Step 4: (1) Settings

  • Form Name: Lead Generation Form
    • You can create your own name that identifies the CP Online Form™ so it can be easily found when you have a large list of forms.
  • Form Description: Enter a description for the CP Online Form™. What you enter here will be displayed on the CP Online Form™ and substituted for the Drip-Ed™ Variable %FormDesc%. If left blank, no description will be displayed.
  • Form Settings: 
    • Form Type:
      • Lead Generation Landing Page Form: (current) Select to create Landing Pages. Using the Drip-Education System to assign email campaigns makes this a powerful tool for generating leads online.
      • Static Display Landing Page: No information is collected at all. Use this choice to display the page only. Great if you want to create a custom thank you page.
  • Form Submit Button: Enter what you want the CP Online Form™ Submit button to say. For example, 'Subscribe Now' or 'Click To Pay'. Currently says "Email Me The eBook"
  • Status:
    • Active: Turns ON the CP Online Form™.
    • Inactive: Turns OFF the CP Online Form™. If you try to access the CP Online Form™ while it's Inactive, you will be redirected to an error page.

Select [Save/Next]

Step 5: (2) Form Inputs

Form inputs allow you to select what information is collected when processing the online form. Select your form Inputs from the list of standard inputs and custom inputs.

  • Not Included - Input will not be included in the CP Online Form™.
  • Included - Input will be included on the CP Online Form™ and will be Optional.
  • Required - Input will be included in the CP Online Form™ and Required.

Click [Save/Next] and Skip tab #3 "Surveys".

Step 6: (4) Actions

Patient Assignment Settings:

  • Assign Patient To Label: Currently selected as Lead. 
  • Assign Patient To Group: This is assigned to a pre-loaded Patient Group named [Lead Generation Form] 

Drip-Education® Campaigns:

Assign Patient To Campaign: The Drip-Ed™ Campaign [Lead Generation Form] will be assigned to the Lead if the form is successfully completed. 

These actions will automatically filter the patient into your lead group to keep track of leads to efficiently target-market, as well as send an email to the Admin address on file when a lead has completed the form. 

Select [Save/Next]

Step 7: (5) Branding

  • Color Selections: The form comes defaulted with a generic color scheme, choose to customize any part of the form colors or leave it as-is.
  • Background Images: You have the option to upload your own background or container image. Choose the file and select the correct settings.

Click [Save/Next]

Step 8: (6) Timer 

Countdown Timer Settings: (Optional) Customize a Countdown timer to display on your form. The Countdown Timer is a great way to create urgency so people take action.

  • Set the Timer Expires date and time.
  • Customize the colors of the timer or leave it as-is.
  • You will use the %CountDownTimer% variable created in step 6 and insert the %CountDownTimer% variable into the header of your form on Step 6.

Click [Save/Next]

Step 9: (7) Headers

  • Header: The CP Online Form™ Header can be customized with whatever info you want. This is where you may give instructions, descriptions, thank yous, etc. so the Lead knows what they should do.
    • For the most professional look, it is suggested that you create a Header Image File (png, gif, or jpg) and upload it using the Insert/Edit Image button in the editor. Using the same header image on both the CP Online Form™ Receipt and Header is a good technique for a professional look. If you leave it blank, no header will be displayed.
  • Footer: The CP Online Form™ Footer can be customized with whatever info you want. The footer is typically where you would place your company guarantees, return/cancellation policies, etc.
    • If you do use a link, be sure to instruct the link to open in a new window so the lead does not leave the form when they click it. Like the header, you can use an image file or leave it blank.

Click [Save/Next]

Step 10: (8) Policies

  • Privacy Policy: The CP Online Form™ Privacy Policy is where you indicate your company's Privacy Policy. The link Privacy Policy will be placed at the bottom of the CP Online Forms™ and will open a pop-up window. Here, enter your policies, or at a minimum, use the pre-loaded content and delete the text in red font confirming you've read and agreed.

Click [Save/Next]

Step 11: (9) Results

Once the lead submits the CP Online Form™, it will return a result. In most circumstances you want the lead to be redirected to a "receipt" or "thank you" page. However, you may have the need to redirect the results to your own page/script. For example, if you have a script that creates a new member account on your own website, you would want to redirect to that URL.

Besides sending the lead to a results page, the CP Online Form™ can email them a receipt. Use the two editors below to customize both the Default Receipt Page and the Email Receipt Header and Footer.

  • Default Receipt - Once a lead submits the form, they will be redirected to the Default Receipt Page.
  • Custom Results Page - Select this option if you need to redirect a lead to another page or script. Enter the CP Online Form™ Custom Results URL. If you are using a custom URL, you will need to download the Auto-Debit System® API Manual for a list of result variables that can be passed to the custom URL. If you are not sure what to do, leave by DEFAULT.

Select [Save/Next]

Step 12: (10) Assigned Categories

Use the Categories to organize your Online forms, Drip-Ed Campaigns™, and Link Trackers™

Click [Save/Next]

Step 13: (11) Links

  • Direct Link:  This is the link to this CP Online Form™. You can click it to open the CP Online Form™ in a new browser tab. In the URL, the FID can be changed to any 3-Digit code. This is used to identify where you place the link. For example, if you place the link on your website, on Facebook, and on google ads, use a unique 3-digit code for each so you can see where the link was clicked when looking at your stats.

  • Link tracker: The Drip-Ed Link Trackers™ allows you to better track your stats. By assigning this CP Online Form™ to a Drip-Ed Link Tracker™ you will be able to see who clicks the links and more. Then use its Drip-Ed™ Variable in your email campaigns as links to the form. To generate a tracker, click on the [+ Click to Generate Link] button.